To read or to listen? Does disclosure delivery mode impact investors' reactions to managers' tone language?

Author:

Elliott W. Brooke1,Loftus Serena2,Winn Amanda3

Affiliation:

1. Gies College of Business University of Illinois Champaign Illinois USA

2. Ambassador Crawford College of Business and Entrepreneurship Kent State University Kent Ohio USA

3. School of Business University of Kansas Lawrence Kansas USA

Abstract

AbstractWe examine how disclosure delivery mode—oral versus written—influences investors' reactions to managers' tone language. We hypothesize that listening to disclosures, relative to reading them, causes managers' qualitative word choices to have a greater impact on investors' judgments. We theorize that this effect occurs because oral delivery mode promotes heuristic processing and qualitative tone language is an easy‐to‐process disclosure element. The results from an experiment in a conference call setting are consistent with our hypothesis and suggest a boundary condition. Specifically, the interaction of mode and tone language is significant in a setting where heuristic processing is likely (good earnings news) but not in a setting where investors are likely to scrutinize the disclosure (bad earnings news). Our results inform investors about the potential consequences of how they consume disclosures. Specifically, we show that investors are more susceptible to managers' tone language when listening to disclosures containing good news than when reading them.

Publisher

Wiley

Subject

Economics and Econometrics,Finance,Accounting

Reference93 articles.

1. Picking up the pieces: impression management in the retrospective attributional framing of accounting outcomes

2. The Structure of Voluntary Disclosure Narratives: Evidence from Tone Dispersion

3. Altman A. M.(2019).Petition for rulemaking to require filers to submit earnings conference call transcripts on form 8‐K pursuant to regulation FD compliance. SEC File No.4–472. Petition retrieved from:https://www.sec.gov/rules/petitions/2019/petn4-742.pdf

4. Theory Testing and Process Evidence in Accounting Experiments

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